Profile
Ms. Terry W.
Sapp is a Vice President, Portfolio Manager & Controller at Jolley Asset Management LLC.
She has been in the investment and operations fields since 1985.
Prior to joining Jolley Asset Management in February 2004, Ms. Sapp served as Portfolio Manager-Trust Investments and Operations Manager for the Raleigh, NC office of Voyageur Asset Management Inc. - a subsidiary of RBC Financial Group.
Prior to Voyageur, she held the same position with the Trust Division of RBC Centura, also a subsidiary of RBC Financial Group.
She graduated from East Carolina University in 1985 with a B.S.
in Business Administration.
In 1994, she earned the designation of Certified Public Accountant and in 2003 earned the designation of Chartered Financial Analyst.
She is a member of the CFA Institute and a member of the North Carolina Society of Financial Analysts.
She is also a member of the North Carolina Association of Certified Public Accountants and the American Institute of CPAs.
Former positions of Terry Webb Sapp
Companies | Position | End |
---|---|---|
Jolley Asset Management LLC
Jolley Asset Management LLC Investment ManagersFinance Founded in 1998, Jolley Asset Management LLC is a registered investment advisor located in Rocky Mount, North Carolina. The firm offers asset management services to individual and institutional investors. | Compliance Officer | 2020-03-31 |
RBC Centura Banks, Inc.
RBC Centura Banks, Inc. Investment ManagersFinance RBC Venture Banks, Inc. is a full service commercial bank headquartered in Rocky Mount, North Carolina. The bank is a subsidiary of RBC Financial Group. Their ultimate parent is the Royal Bank of Canada (NYSE: RY). | Corporate Officer/Principal | - |
Voyageur Asset Management (MA) | Portfolio Manager-Equities | - |
Training of Terry Webb Sapp
East Carolina University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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RBC Centura Banks, Inc.
RBC Centura Banks, Inc. Investment ManagersFinance RBC Venture Banks, Inc. is a full service commercial bank headquartered in Rocky Mount, North Carolina. The bank is a subsidiary of RBC Financial Group. Their ultimate parent is the Royal Bank of Canada (NYSE: RY). | Finance |
Voyageur Asset Management (MA) | Finance |
Jolley Asset Management LLC
Jolley Asset Management LLC Investment ManagersFinance Founded in 1998, Jolley Asset Management LLC is a registered investment advisor located in Rocky Mount, North Carolina. The firm offers asset management services to individual and institutional investors. | Finance |
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